Building Project Teams › Staff Allocations › How to Reset Staff Allocations
How to Reset Staff Allocations
When you assign staff to tasks, CA Clarity PPM immediately generates estimates based on allocation information (i.e., the number of working days the resource is assigned to the task multiplied by the resource's daily availability). You can also change the estimates in the following ways:
- Allocate from estimates. Use this option when you have changed a resource's original estimates (ETC) in some way and you want to calculate the planned allocation based on the new estimates.
- Estimate from allocation. Use this option when you want CA Clarity PPM to generate estimates based on allocation.
- Set allocation. Use this option to update the allocation of multiple team members at the same time.
- Commit planned allocation. Use this option to reset the hard allocation to be equal to the planned allocation. You may need to do this after editing the planned allocation segment for a resource as you may now want to hard-book those segments.
- Accept hard allocation. Use this option to reset the planned allocation to be equal to the hard-booked allocation. If there were soft-booked planned segments under the Planned Allocation section, they are removed and all segments are reset to equal the hard-booked segment.
These options are available from the More button on the Project Team: Staff page and the Project Team: Detail page.
More information:
Generate Estimates Based on Resource Allocation
Commit Planned Allocation
Set Allocation for Multiple Team Members
Allocate from Estimates
Accept Hard Allocation